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Point of No Response

Point of No Response

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The Point of No Response is a Comedy podcast located near Cincinnati, Ohio. In the short time Point of No Response has been on the air it has already been lauded as one of the funniest podcasts in Ohio and beyond! A raunchy and racy show hosted by Todd and other guests. They make jokes about everything, from vasectomies and colonoscopies to Katy Perry and Elizabeth Hurley's extra appendage. NOTHING is off limits to discussion. So sit back, relax...and laugh with us as we joke about ourselves ...
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Lead-Lag Live

Michael A. Gayed, CFA

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Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as ...
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Can the soybean market revolutionize biofuel production while taming inflationary pressures? Join us as we uncover the untapped potential of soybeans in the biofuel industry and the intricate dynamics influencing agricultural prices. We’re joined by Jake Hanley, who brings a fascinating perspective from his background in U.S. history to his current…
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What happens when a Wall Street professional undergoes a profound personal transformation? Step into the world of Tom Morgan, whose gripping recount of a psychotic break—better described as a spiritual awakening—changed his life forever. Tom's journey from the toxic grind of finance to a newfound understanding of wisdom, intuition, and holistic wel…
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Discover the secrets behind the evolving world of retail investing with our special guest, Sam Nofzinger from Public.com. You’ll learn how the focus has shifted from electric vehicle stocks like Tesla to the skyrocketing AI sector, led by NVIDIA. Sam brings his rich background in institutional investment management to the table, shedding light on h…
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Ep. 131 features Kelly Kehn, Paris Smith, and Sue Schneider from Defy the Odds, which leverages community, mentorship, and capital to drive innovation for the future of gaming. Hear them discuss: Kelly’s broad industry experience that includes time Bodog, to launching the All-in Diversity Project as a not-for-profit, to venture capital with HappyHo…
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Can the manipulation of CPI numbers really shape our financial future? Join us as we sit down with Mish Schneider, the chief strategist for marketgage.com, to dissect this provocative question and more. Mish takes us on a journey from her early days on the commodities floor to her current expertise in equities, offering deep insights into the facto…
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Can companies truly thrive during economic downturns, and what does that mean for investors? Join us in this engaging episode featuring David Hay as we dissect the intricacies of the current economic landscape. We'll explore how companies that manage to uphold decent earnings during tough times might be worthy of a premium valuation. Hear David's f…
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Unlock the secrets of financial markets and discover how macro hedge fund liquidations can trigger market downturns and rallies. Hear from Dan Gallagher, a finance veteran with 50 years of experience, who shares his invaluable insights as a coach for financial advisors. Learn why expertise in taxes could be more vital than investment knowledge for …
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Is the Federal Reserve inadvertently widening the wealth gap? Tune in as we tackle this provocative question and dissect the proposed tax changes that are shaking up the political and market landscapes. Our special guest, Chris Martsenson of Peak Prosperity, joins us to shed light on these critical issues. We explore the potential increase in capit…
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Frankie D talks about how a co worker of his smashes a microphone into his head so hard that it makes him bleed. I also talk about Travis and Jason Kelce’s $100 million podcast deal with Amazon. I then play Dave Portnoy’s reaction to Alex Coopers $125 million SiriusXM deal. I then talk about Megyn Kelly bashing Kaitlan Collins from CNN. I also talk…
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Ever wondered how to effectively use volatility as a trading signal while managing market risks? Join us as we unravel the complexities of tactical investing with Dan Russo from Potomac Fund Management and Chaykin Analytics. Discover Dan's unique insights into the VIX, market breadth, and the necessity of clear rules for risk management. Whether yo…
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Ep. 130 features Chase Richardson from Full Pull, which is growing the sport of truck and tractor pulling through innovative real money gaming and digital streaming platforms. Hear him discuss: An introduction to the sport of truck and tractor pulling, and why it's perfectly suited for betting The launch of Full Pull's real-money gaming product, an…
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Frankie D briefly talks about Robert Kennedy Jr. dropping out of the 2024 election. I let everyone know how jacked RFK Jr. is. I talk about and play some of Mike Tyson’s and Jake Paul’s press conferences. I also talk about how Alex Cooper, the host of the podcast, “Call Her Daddy”, got a $125 million deal with SiriusXM. I also talk about how Jennif…
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Ep. 129 is the official First Pitch preview episode, where we will meet the 5 startups selected to present at SBC Summit on September 24 in Lisbon, Portugal. Sue Schneider, VP of Growth and Strategy for the Americas at SBC, shares her perspective of the upcoming event, discussing the diversity of submissions, the evolution of First Pitch, and oppor…
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Discover how the recent turmoil in the dollar-yen carry trade has shaken the financial world in an insightful conversation with Andreas Steno Larsen, the esteemed creator of Steno Signals. Andreas brings his wealth of foreign exchange and investment banking experience to the table, shedding light on the significant leverage macro hedge funds placed…
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What if the world's largest investment firms aren't giving you the full picture? Join us for an exclusive conversation with Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, as we traverse the fascinating landscape of ETF innovation and competition. Mike shares his extensive industry knowledge and Simplify's unique ap…
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Unlock the secrets of market sentiment and trends with expert insights from David Keller. Discover how shifts in sentiment and investor psychology drive market movements and learn about the most effective methods for measuring sentiment—from survey data to the VIX and the all-important price action. David reveals the biases lurking in sentiment sur…
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Can market rhythms mirror musical progressions? Join us as we sit down with David Nelson of Belpointe Asset Management, who shares his one-of-a-kind journey from recording artist to finance professional. David brings a unique lens to understanding the current market environment and its parallels with past financial crises. We'll explore the essenti…
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Frankie D talks about the disabled influencer Shane Burcaw. Shane made a joke about the Olympics and now some people are throwing shots at him and his wife. I also talk about how Miley Cyrus and Kelly Ripa got Disney Legends awards. I also talk about the 4 part Hulu Baywatch docuseries. I also talk about how Rob Schneider responded to his daughter …
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How do economic trends shape market volatility? Join us for an engaging discussion with Peter Boockvar, an expert in corporate bond research and investment management, as we unpack the complex factors driving the recent swings in financial markets. Together, we explore the impacts of the unwinding yen carry trades, the sudden shifts in bullish sent…
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What if the real safeguard against economic turmoil isn't in stocks or bonds, but in gold? Join us as we sit down with Danny Moses, the insightful investor known for his pivotal role during the Big Short era. Discover how geopolitical tensions and an overreliance on central banks are shaping the modern financial landscape. Danny shares his seasoned…
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Ep. 128 features Rob Urwin and Sabin Brooks from Bettormetrics, which offers next-generation sports trading analytics. Hear them discuss: Rob’s background co-founding BetNOW, a VC-backed startup that enabled mobile betting via SMS (before iPhones were invented!) Sabin’s journey through working at Sky Sports, SkyBet, and PartyPoker.com How Bettormet…
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What if you could navigate market volatility like a pro? Join us as we sit down with Katie Stockton, a Chartered Market Technician from Fairlead Strategies, who shares her expert insights on the recent spike in market volatility and its profound implications. Katie walks us through the transition from long-term bullish trends to a more cautious neu…
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Can you predict market movements and manage risks like a pro? Join us as we chat with Mike Silva, the brains behind the popular YouTube channel "Figuring Out Money." Mike's fascinating journey from communication professional to market analyst comes with invaluable lessons on technical and intramarket analysis. Discover how recent spikes in the VIX …
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Frankie D talks about how the classic rock band Aerosmith is officially done touring because of Steven Tyler's health issues. I also talk about how a hot mayor from Louisiana, Misty Roberts Clanton, got arrested for allegedly banging a minor. I also talk about Hailey Welch, the “Hawk Tuah” girl going on Bill Mahers podcast, "Club Random". I then ta…
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Is the widely cited $20 trillion Yen Carry trade figure really exaggerated? Join us as we uncover the truth behind this staggering number with our special guest, Lyn Alden. Bringing her engineering and finance expertise to the table, Lyn helps us dissect the intricate mechanics of market dynamics, recent market volatility, and the reverse carry tra…
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Ep. 127 features Dan Zimmerman from Verse Fantasy which fuses fantasy sports and real-money gaming. Hear him discuss: His original idea of launching a betting exchange, which he realized would be "a very difficult endeavor" - thus triggering an early pivot to DFS How the LeagueSync product allows season-long fantasy players to win real-money on wee…
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We're back with Ep. 9 of The Gamble & The Glory, where we meet founders that have built their companies to become stalwarts of the sports betting, fantasy, and iGaming industry. In this one, we speak with Jay Deuskar & Dylan Cooper from PrizePicks. Hear them discuss: The origin story of PrizePicks with its goal to simplify the DFS experience for ca…
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Ever wondered how to strategically navigate the financial market, toggling between being bold and being boring? We promise you’ll gain invaluable insights as we sit down with Mike Larson, the Editor-in-Chief and VP at Money Show. Mike shares his journey from Weiss Ratings to his current influential role, shedding light on his strategic approach to …
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What if today's market turbulence signals the onset of another financial crisis akin to 1987, 1998, or 2008? Join me, Michael Gayed, Publisher of The Lead-Lag Report, as I engage in a profound discussion with Axel Merk, an authority in the gold industry. We dissect current market conditions, compare them with past crises, and uncover the diverse pr…
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Unlock the secrets of the global margin call and understand why the yen's strength could be a critical point of failure in finance with macro researcher Weston Nakamura. In this fascinating episode, we uncover the latest developments in the yen carry trade and its ripple effects on markets like the NASDAQ and Russell 2000. Nakamura provides a deep …
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Ever wondered how Japan's delayed rate hikes or the U.S.'s soaring interest payments relative to GDP could reshape global markets? Get ready for a deep dive with Tavi Costa from Crescat Capital as we untangle the intricate web of current macroeconomic trends. Discover why Tavi holds a bearish outlook on the dollar and what that means for fiat curre…
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Frankie D has a quick call in with a listener named Homeboy. I also talk about how Barstool Sports owner, Dave Portnoy got lost at sea. I also talk about how an 89 year old female comedian, D’yan Forest, got punched in the face in New York City. I also talk about the 2024 Olympic internet celebrities. I then talk about Billy Joel's last concert at …
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Unlock the secrets of intelligent investing with Diego Parrilla, a former commodities and macro trading expert from JP Morgan, Goldman Sachs, and Merrill Lynch. Now at Quadriga in Spain, Diego introduces his innovative "anti-bubble" framework, illuminating how misperceptions in the market create undervalued opportunities. His strategy blends gold, …
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We're back with Ep. 126 of The Betting Startups podcast, where guest host Thomas Coiner chats with Jake Gillikin from Ranked, a community-driven college football stats platform. Hear them discuss: Jake's background in tech and the inception of Ranked The inspiration for creating a dedicated college football app Jake teaching himself to code and bui…
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What if insider trading activity could reveal hidden market trends? Join us as we sit down with Jesse Felder, the brilliant mind behind The Felder Report, to uncover his remarkable transition from Bear Stearns to co-founding a hedge fund and pioneering financial blogging. Jesse shares his invaluable expertise in market analysis, emphasizing the und…
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Can Bitcoin truly be a better form of money than gold? Join us as we sit down with Mark Yusko, founder of Morgan Creek Capital Management, to unravel his transformative journey from traditional asset management to becoming a leading venture capitalist in the digital asset space. Mark opens up about his initial skepticism of Bitcoin, what led to his…
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Frankie D talks about Hulk Hogan at the Republican National Convention. I also talk about how Billie Eilish can’t sell out her London concerts because she is charging too much for tickets. I also talk about Chanel West Coast and why she is leaving Rob Dyrdek’s TV show “Ridiculousness”. I also play the audio of Billy Ray Cyrus screaming at his wife …
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Ep. 125 features Jon Robin from Dabble, which takes an innovative approach of combining social elements with sports betting. This episode is guest hosted by Benjie Cherniak. Hear them discuss: Jon's entrepreneurial background led to the founding of Dabble The unique social betting experience that differentiates Dabble in the crowded Australian mark…
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What if the American economy's foundation was built on small businesses rather than colossal corporations? Discover how we shifted from a decentralized landscape in the 1970s to today's monopolistic giants with our guest, Matt Stoller, an eminent public intellectual and author on monopolies and finance. Stoller reveals the philosophical shift that …
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What if the key to a more prosperous future lies in embracing deflation rather than fearing it? Join us as we sit down with Jeff Booth, technology entrepreneur and acclaimed author of "The Price of Tomorrow," to unravel the deflationary nature of technology and the transformative power of decentralized systems like Bitcoin and Nostr. Jeff provides …
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We're back with Ep. 8 of The Gamble & The Glory, where we meet founders that have built their companies to become stalwarts of the sports betting, fantasy, and iGaming industry. In this one, we speak with Steven Salz from Rivalry. Hear him discuss: How his background laid the foundation for Rivalry The origin story of Rivalry, starting from trading…
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Ever wondered how Federal Reserve policies are shaping the markets and economy? Join us as we welcome Joseph Wang, former senior trader at the Federal Reserve's open markets desk and author of "Central Banking 101." Joseph brings an unparalleled perspective to our discussion, shedding light on the Fed's increasing market interventions and its growi…
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Can the tech sector sustain its dominance in a volatile market? Join us as we sit down with Julian Brigden, co-founder of MI2 Partners, to uncover the secrets behind his innovative firm that mimics the strategic morning meetings of top macro hedge funds. Julian delves into the unexpected market shifts between small and large caps, and the intricate…
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Ep. 124 features Jay Huffman from Propellor on redefining fantasy sports with friends. Hear him discuss: His early career movement inside the startup environment. The importance of securing legal approval to proceed with Propellor. The concept of Propellor where they're reversing traditional parlay dynamics. Propellor's unique approach to leveragin…
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Ever wondered how market psychology shapes investment strategies? In our latest episode, we have the pleasure of hosting Laurent Bernut, whose extensive career spans from the diplomatic halls of the French Embassy to the fast-paced realm of Japanese capital markets and hedge funds. Laurent takes us through Japan’s economic landscape, describing the…
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Can you anticipate market trends and mitigate risks to protect your wealth? Join us as we engage with Cameron Dawson, the Chief Investment Officer of New Edge Wealth, to unlock the secrets of managing ultra-high-net-worth portfolios. Cameron sheds light on the intricacies of handling substantial assets, emphasizing the critical importance of tax se…
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How much influence do U.S. presidents really have on oil prices? Our latest episode promises an eye-opening discussion with Dr. Anas Alhajji, an esteemed expert in the energy sector, who unpacks this and other critical topics. Dr. Alhajji sheds light on the often-misunderstood relationship between Middle Eastern politics and oil, and how Western me…
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Could the Federal Reserve's next moves be politically driven and potentially reignite inflation? Tune in as we explore this provocative question with Jim Bianco, the president and founder of Bianco Research. Jim provides his expert analysis on the transition from a deflationary cycle to what he calls a "sticky inflation cycle," fueled by remote wor…
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What if our entire understanding of capitalism is fundamentally flawed? Join us on a journey through history as we explore Richard Duncan's compelling argument that capitalism has evolved into what he terms "creditism." Starting from the collapse of the gold standard during World War I and leading through key events like the Great Depression and Wo…
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Ep. 123 is our quarterly Investor Vibe Check, where we chat with 3 industry investors to get their perspective on the landscape from their side of the table. The vibe check for Q2 features Chris Grove (Acies Investments), Roger Ehrenberg (Eberg Capital) and Davis Catlin (Discerning Capital). Hear them discuss: Reflections on Q2 and the six-year ann…
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